[Remote] Senior Customer Success Manager at Fieldguide

San Francisco, California, United States

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$137,000 – $160,000Compensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Technology, Cybersecurity, Audit, Financial ServicesIndustries

Requirements

4–7 years of experience managing enterprise accounts in a SaaS Customer Success or Strategic Account Management role
Proven success managing 6–7 figure portfolios, building relationships with executive stakeholders, and driving measurable business outcomes
Comfortable operating in a remote-first, early-stage startup environment (inferred from role context)

Responsibilities

Own a portfolio of Fieldguide’s largest and most strategic accounts, responsible for the retention, growth, and success of each relationship across contracted practice areas
Serve as the primary executive-facing point of contact, building trusted advisor relationships with key stakeholders from senior managers to partners and firm executives
Drive strategic adoption and long-term engagement, ensuring customers fully realize the value of the platform and use it to meet evolving business goals
Run quarterly and annual Executive Business Reviews (EBRs) to align on goals, showcase outcomes, and secure continued alignment with client leadership
Collaborate with Account Management and Revenue teams to influence renewals, expansions, and referrals through strong usage trends and strategic alignment
Become a Fieldguide product expert, providing enablement, best practices, and roadmap alignment to drive adoption across frameworks and teams
Serve as the voice of the customer internally—partnering with Product, Engineering, and Support to escalate feedback and drive solution delivery
Own and exceed KPIs for Gross Revenue Retention, Net Retention, NPS, and contract pacing
Leverage customer insights to inform scalable playbooks and success frameworks, helping evolve how we support large, complex firms at scale

Skills

Customer Success

Account Management

Customer Retention

SaaS

Cross-functional Collaboration

Sales Enablement

Product Feedback

Customer Relationship Management

Fieldguide

AI platform for audit and advisory services

About Fieldguide

Fieldguide enhances audit and advisory processes for businesses using artificial intelligence through its main product, the AI Advisory & Audit Cloud. This platform is designed for large advisory and audit firms, helping them save time, improve profit margins, and increase client satisfaction while managing various regulatory frameworks. Fieldguide's subscription-based model offers features like engagement management and automated report generation, making it more efficient than traditional methods. The company's goal is to transform the audit and advisory landscape with a modern, AI-driven experience.

San Francisco, CaliforniaHeadquarters

2020Year Founded

$45.9MTotal Funding

SERIES_BCompany Stage

Consulting, Fintech, AI & Machine LearningIndustries

51-200Employees

Benefits

Unlimited Paid Time Off

401(k) Retirement Plan

Wellness Program

Home Office Stipend

Flexible Work Hours

Risks

Increased competition from other AI-driven audit platforms could erode market share.

Rapid AI technology development may lead to obsolescence if Fieldguide doesn't innovate.

Reliance on venture capital funding poses a risk if future rounds are unsuccessful.

Differentiation

Fieldguide offers the only end-to-end AI platform for audit and advisory services.

The platform supports multiple regulatory frameworks, enhancing its versatility for firms.

Fieldguide's AI Advisory & Audit Cloud improves efficiency and client satisfaction.

Upsides

Fieldguide's AI platform addresses the CPA talent shortage, increasing demand for its services.

The launch of Fieldguide Insights capitalizes on data-driven decision-making trends in CPA firms.

Strategic partnership with Allinial Global enhances market reach and credibility.

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